Agency management system,
defined.
An agency management system (AMS) is the core software an insurance agency uses to manage clients, policies, carriers, documents, and accounting in one place. Common US platforms include Applied Epic, EZLynx, AMS360, HawkSoft, Vertafore, and NowCerts. The AMS is the agency's system of record for its book of business.
Why the AMS matters
Almost every task in an agency touches the AMS: servicing a policy, processing an endorsement, preparing a renewal, or issuing a certificate. It holds the data the agency runs on.
AdminZero is built to work inside the AMS your team already uses, rather than asking anyone to learn a new portal, so the AMS stays the system of record.
Common questions
What are examples of agency management systems?
Common US agency management systems include Applied Epic, EZLynx, AMS360, HawkSoft, Vertafore, and NowCerts. Each stores an agency's clients, policies, carriers, documents, and accounting as the system of record.
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